Matthew Barker is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has worked at J.W. Cole Advisors since 2010 and was previously with Cornerstone Financial Group from 2006 to 2022. Outside of his advisory role, Barker manages bookkeeping and payroll activities for his own wealth management and wealth-related businesses. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of fundamental and technical analysis along with model- or manager-based strategies and provides access to multiple custodial platforms and digital advice providers.

Steve Athanassie is a Certified Financial Planner® with 30 years of industry experience. He currently serves at Independent Financial Partners, joining in 2024 after ten years at Provise Management Group, LLC. He is also the owner of Athanassie Capital Partners, LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Aaron Vanhorenbeck is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and J.W. Cole Financial since 2016. Outside of his advisory role, he is involved in managing client relationships and operations at Vanhorenbeck Financial Group and serves as president and secretary of Vanhorenbeck Wealth Partners, Inc. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm uses a range of discretionary and non-discretionary strategies and incorporates digital advice and multiple custodial platforms in its client solutions.

Brittney Axsom is a Series 66-licensed financial advisor at Empower Advisory Group with two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is also involved in a retail business, Tampa Bay Merch & Co, where she sells clothes, candles, bags, and stickers. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

Cynthia Garcia is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her career includes roles at Woodbury Financial Services, Bank of America, Merrill, Raymond James & Associates, and two prior stints at T. Rowe Price. In addition to her advisory work, she works part-time as a travel agent helping clients book vacations and tickets. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in proprietary mutual funds and ETFs, with a goals-based approach supported by online tools and regular financial plan reviews.

Stephanie Pritchard is a financial advisor at Sequoia Financial Group, L.L.C. in Tampa, FL, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Fisher Investments, Deloitte, Charles Schwab Bank, Charles Schwab & Co., and Lockheed Martin Corporation. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm utilizes a combination of model and custom portfolio management strategies, incorporating mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

Gregg Hudak is a financial advisor with Valic Financial Advisors in Gainesville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Valic Financial Advisors since 2007 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay services.

Rick Uribe is a financial advisor with TIAA-CREF, holding a Series 66 designation and six years of industry experience. He previously worked at Key Investment Services LLC, KeyBank, and Primerica. Outside of his advisory role, he co-owns income-producing apartment buildings in Ocala, Florida. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those with existing employer retirement plan relationships. The firm offers a range of investment services including model-based and customized portfolios, and serves as adviser to a donor-advised fund.

Katarina Milojevic is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Raymond James Financial Services and Raymond James & Associates. Outside of finance, she was involved with the St. Pete Volleyball Club for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Stephanie Caro is a Series 66 licensed financial advisor with First Command Advisory Services in Tampa, FL. She has four years of industry experience and has been associated with various First Command entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor investment options from approved universes.

Melisa Lloyd is a Series 66-credentialed financial advisor with 22 years of industry experience, currently with J.W. Cole Advisors, Inc. since 2016. She is the owner of American Executive Tax & Financial Services LLC, which provides securities, tax preparation, investment services, insurance, and divorce planning. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, digital advice, and annuity sub-account management for individual, high-net-worth, and institutional clients. The firm uses a mix of fundamental and technical analysis, model and manager-based strategies, and provides access to various custodial platforms and third-party investment advisers.

Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Raymond James Financial and WealthShield LLC. Outside of advisory roles, he owns Makari Group LLC, an external recruiting firm. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Aaron Wargo is a financial advisor with Empower Advisory Group in Tampa, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley, E*TRADE Capital Management, Robert W Baid, and Charles Schwab. Outside of finance, he owns a business offering personalized stretching and yoga services for professional athletes. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.

Steven Albritton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Wells Fargo Advisors, A.G. Edwards & Sons, and Raymond James Financial Services. He is also CEO of Stella Maris LLC, an operating company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and sub-advisory arrangements.

Landon Parris is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held positions at Saia Inc., Southeastern Freight Lines, and several other companies in logistics and retail. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Larry Chappell Jr. is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include extensive tenure at USAA-affiliated firms and Charles Schwab entities dating back to 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm focuses on tailored recommendations with client-approved trade execution and features a distinctive operational structure affiliated with Charles Schwab & Co. and its associated entities.

Lynne Boyle is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including her current role at Park Avenue Securities since 2017. Boyle is president of Westshore Benefits, an investment-related business based in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products and alternative investments, and a range of financial planning and consulting services.

Sheila Ross is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA and TIAA-CREF since 2012, following a two-year tenure at Nuveen Securities. Outside of her advisory role, she serves as president of the Phi Kappa Tau Delta Gamma Chapter Parents Club, a nonprofit supporting the fraternity chapter at Ole Miss. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals with employer retirement plan relationships, as well as to various entities and small retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing portfolio management, delivering customized investment strategies under a fiduciary standard.

Donald Marks is a financial advisor with Eagle Strategies (NY Life) based in Tampa, FL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been associated with New York Life and its affiliated entities since 2012, and he operates under Ingram & Marks Financial Resources, brokering insurance products alongside his advisory work. Marks also holds a role as an insurance broker with various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis within an integrated New York Life structure.

Stefanie Boykin is a financial advisor at Davenport & Company LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Davenport since 2019. Her prior experience includes roles at Money Concepts Capital Corp. and Infinex Investments, Inc. Davenport & Company serves individual and institutional clients, offering a range of asset management, brokerage, and advisory services. The firm employs dedicated portfolio manager teams and a Manager Research team to oversee various investment strategies, including separately managed accounts, mutual funds, and municipal bond strategies.